01
Booked from the van
An agent finds the job and the van's stock, then books the valves on: LR21 HVN goes from 6 to 4.
The job and the van, both right
on site
At the end of a field service job, the engineer messages what they used on WhatsApp. Centrus books the stock from the named van onto the job in BigChange, so the materials are on the invoice and the van's count stays right. Ask what's left on the van in the same thread.
how it runs
Lewis booked two radiator valves onto the Merchant House job at 11:45 on Thu 15/10. This is the booking behind his message, Kate checking before she invoices, and Rachel finding one that was missed.
01
An agent finds the job and the van's stock, then books the valves on: LR21 HVN goes from 6 to 4.
The job and the van, both right
02
Kate asks what materials are on the job before she invoices it. The job is read live: the valves are there.
Every part billed
03
Rachel asks on Teams if any job used stock with nothing booked. One did: the system cleaner at Kingsway Court.
The missed part, found that week
01
Booked from the van
An agent finds the job and the van's stock, then books the valves on: LR21 HVN goes from 6 to 4.
The job and the van, both right
before and after
Lewis at Merchant House at 11:45 on Thu 15/10, from the two seized valves to the invoice.
Booking them
Without Centrus: Written on the docket, typed in days later
With Centrus: One WhatsApp message from the radiator
The van
Without Centrus: Counted by hand when it runs out
With Centrus: LR21 HVN down from 6 to 4, read live
The invoice
Without Centrus: The valves left off, so never billed
With Centrus: On JOB/90265 when Kate comes to invoice it
What's missed
Without Centrus: Found at the stock take, months later
With Centrus: JOB/90805's cleaner spotted the same week
keep going
The site brief the night before, the manual on site, the worksheet from the van.
in the 30 minutes
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